Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 5, 2026Fund LettersRoderick van ZuylenMRX Marex Group plc FinancialsCapital Markets Bull NASDAQBrokerage, Derivatives, resilience, ROE, valuation
Jan 5, 2026SubstackUnderfollowed StocksFQT.VI Frequentis AG TechnologyAerospace & Defense Bull Vienna Stock ExchangeAerospace & Defense, Communication Solutions, Frequentis AG, Operational Performance, Project Acquisitions, Safety-Critical Applications, Stock Growth, valuation, Vienna Stock Exchange
Jan 5, 2026Fund LettersAndrew BrownAVAP LN Avation PLC IndustrialsAircraft Leasing Bull New York Stock ExchangeAircraftleasing, Aviation, buybacks, cashflow, Navdiscount
Jan 5, 2026Fund LettersAndrew BrownDIE BB D’Ieteren Group Consumer DiscretionaryAutomotive Retail Bull Shanghai Stock Exchangeautomotive, buybacks, discounts, Holdings, Sumofparts
Jan 5, 2026Fund LettersAndrew BrownHANA LN Hansa Investment Company FinancialsAsset Management Bull New York Stock Exchangebuybacks, Control, discounts, Governance, Holdingcompanies
Jan 4, 2026Twitter / X@CapexAndChillBN Brookfield Corporation Capital MarketsAsset Management & Custody Banks Bull New York Stock Exchangeasset management, Baseload, data centers, energy transition, Government partnerships, infrastructure, Nuclear, Power, Reindustrialization
Jan 4, 2026Twitter / X@YeahDrDaveSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductor Foundries Bear NASDAQAdvanced Packaging, ASICs, defense electronics, Foundry, government contracts, Lithography, Quantum Computing, Rad Hard, semiconductors, Trusted Foundry
Jan 4, 2026Twitter / X@nitinkinvest3560.T Hobonichi Inc. -- Bull Tokyo Stock ExchangeAmazon, consumer goods, e-commerce, Inventory, Japan, Planners, Search Trends, seasonality, stationery
Jan 4, 2026Twitter / X@guo_lin99725RKLB; BWXT Rocket Lab USA, Inc.; BWX Technologies, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQ; New York Stock ExchangeDefense, Launch, Neutron, Nuclear, Policy, Procurement, Reactors, Regulation, Reusability, Spaceforce
Jan 4, 2026Twitter / X@guo_lin99725ASTS AST SpaceMobile, Inc. Wireless Telecommunication ServicesWireless Telecommunication Services Bull NASDAQAsic, AT&T, broadband, Direct To Cell, patents, Satellites, Spectrum, Starship, telecommunications, Verizon
Jan 4, 2026Twitter / X@guo_lin99725RKLB Rocket Lab USA, Inc. Aerospace & DefenseAerospace & Defense Bull NASDAQContracts, Defense, Launch, Procurement, resilience, Rockets, Satellites, Space
Jan 4, 2026Twitter / X@weary_centurionJD JD.com, Inc. Consumer Discretionary Distribution & RetailInternet & Direct Marketing Retail Bull NASDAQ (ADR)B2b, China, delivery, ecommerce, healthcare, Logistics, marketplace, retail, Supplychain, Warehousing
Jan 4, 2026Twitter / X@SJCapitalInvestSKYT SkyWater Technology, Inc. Semiconductors & Semiconductor EquipmentSemiconductors Bull NASDAQAccretion, automotive, Chips, Defense, Foundry, Quantum, RadHard, Reshoring, semiconductors, Space, Superconducting, wafer
Jan 4, 2026Twitter / X@ManuInvestsUBER Uber Technologies, Inc. Ground TransportationPassenger Ground Transportation Bull New York Stock ExchangeAccretion, advertising, Charging, delivery, EBITDA, Freecashflow, mobility, Parking, platform, RetailMedia, Ridehailing, robotaxi
Jan 4, 2026Twitter / X@SpaceInvestor_DRDW Redwire Corporation Aerospace & DefenseAerospace & Defense Bull New York Stock ExchangeAvionics, Biotech, Defense, Drones, ISR, ISS, Microgravity, Satellites, SolarArrays, SpaceStations, UAS, VLEO
Jan 4, 2026SubstackSleepy SolINTC Intel Corporation TechnologySemiconductors Bull NASDAQ Stock MarketCES announcements, fab capabilities, geopolitical risks, innovation, input costs, Intel, market share, semiconductors, supply chain diversification, tech partnerships
Jan 4, 2026SubstackSleepy SolCVX Chevron Corporation EnergyOil & Gas Integrated Bull New York Stock Exchangeasset seizure, Chevron, Energy Sector, geopolitical changes, investment risk, oil reserves, political stability, supply chain, US foreign policy, Venezuela
Jan 4, 2026SubstackSleepy SolXOM Exxon Mobil Corporation EnergyOil & Gas Integrated Bull New York Stock ExchangeEnergy Sector, Exxon Mobil, geopolitical risk, Guyana, heavy crude, oil production, political stability, Refining Margins, US oil majors, Venezuela
Jan 4, 2026SubstackThe MikrokapCOM.MI None Industrial GoodsManufacturing Bull Borsa Italianaacquisition integration, debt reduction, economies of scale, financial profile, industry synergies, management capabilities, Margin Improvement, market consolidation, market recovery, stock appreciation
Jan 4, 2026SubstackThe MikrokapICCC None HealthcareMedical Devices Bull -competitive edge, Core Business, FDA approval, growth potential, market presence, operational efficiency, profitability, Regulatory Risks, shareholder value, Strategic refocus

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